USA Rare Earth, Inc. - Common Stock, par value $0.0001 (USAR)

CUSIP: 91733P107

Q1 2026 13F Holders as of 31 Mar 2026

Security identity
Security type / class
Equity / Common Stock, par value $0.0001
Shares outstanding
218,036,539
Holder snapshot
Total 13F shares
127,013,388
Share change
+58,777,802
Total reported value
$1,929,117,643
Put/Call ratio
56%
Reported price per share
$15.14
Number of holders
307
Value change
+$908,632,740
Number of buys
229
Number of sells
75

Security key

91733P107

Report period

Q1 2026

Institutions

307

Top holders

10

USAR full security history Ownership snapshot Full 13F holder table Previous quarter: Q4 2025 USA Rare Earth, Inc. SEC filings USA Rare Earth, Inc. company facts

Broader feeds

Latest 13F filings Latest 13D/G filings Investors directory

Ownership snapshot

Top reported holders of USAR - USA Rare Earth, Inc. - Common Stock, par value $0.0001 (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Lead holder
Mordechai Zev Gutnick
13D/G signal
Mordechai Zev Gutnick
Evidence rows
15
Latest as of
31 Mar 2026
13D/G 13F 3/4/5 Lead comparable stake: 17% 13D/G row: Mordechai Zev Gutnick Showing 1-6 of 15 holder rows.
Holder Evidence Ownership % Position 12M Net Δ As of
Mordechai Zev Gutnick
13D/G
13D/G
17%
$175,809,394
13,671,026 shares
 $0 13 Mar 2025
Alyeska Investment Group, L.P.
13D/G 13F
Company
13D/G 13F
7.6%
$278,223,346
16,570,777 shares
 +$147,301,424 31 Mar 2026
Michael Blitzer
13D/G
13D/G
5.8%
$89,560,624
5,808,082 shares
 -$27,752,746 15 Sep 2025
STATE STREET CORP
13D/G 13F
STATE STREET CORPORATION · Company
13D/G 13F
5.5%
$202,584,849
12,065,804 shares
 $0 31 Mar 2026
Bayshore Capital Advisors, LLC
13D/G 3/4/5 13F
Tready A. Smith · 10%+ Owner · Company
13D/G 3/4/5 13F
4%
$131,118,183
8,663,243 shares
 -$34,266 31 Mar 2026
Harraden Circle Investments, LLC
13D/G 3/4/5
10%+ Owner
13D/G 3/4/5
0.88%
$9,239,576
718,474 shares
 -$2,242,154 31 Mar 2025
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

13F holder rows

Institutional holders as of Q1 2026

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
307
Shares
127,013,388
Rows available
307
Investor Option Weight % Change % Reported value * Price Shares Share Change Activity Report Period

* Reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that failed the local validity check.

Compare Q1 2026 vs Q4 2025 Across Filers

Q4 2025 holders
226
Q1 2026 holders
307
Holder diff
81
Investor Q4 2025 Shares Q1 2026 Shares Share Diff Share Chg % Q4 2025 value Q1 2026 value Value change Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
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